Analyst comments on L3
If it wasn't mentioned here, Op Co met with the company and took up revenue #s.
Their comment -
After spending time with LVLT, we believe trends remain strong, that the TWTC integration remains on track and that management is focused on profitable growth/FCF.
Also said for 1st time in 15 years new fiber being pulled along their routes.
Analyst has the company being at the bottom end of their leverage range by the end of 16 when he sees buybacks and acquisitions as use of cash.
Also said conversations with enterprise has been transformed over past 24 months, focusing less on px. Now getting senior discussions with CIO who cares on network security, redundancy, quality and last price as 4th piece of conversation.